1.Detect updated submission record
Integrate Airtable and crm tools to detect updated deal submissions and kick off outreach for qualifying partners.
Send partner intros automatically for new deal submissions
Automatically monitor deal submissions in Airtable across Google Drive, Airtable, and Microsoft Outlook. Send partner intros when submission attachments update, submission status changes, or qualifying partner paths match—so you can share decks, log outreach, and draft or send emails without manual follow-up.
How this automation sends partner intros faster
When deal submissions update but partner outreach is handled manually, intros get delayed and decks get sent as attachments instead of links. This automation uploads submission decks, updates Airtable record links, routes and waits, and sends or drafts partner intros—so your team can collaborate at the right time.
エアテーブルor swap with your favorite app
2.Upload submission deck to Drive
Integrate Google Drive and shared storage to upload the submission deck to the configured folder and get a share link.
Googleドライブor swap with your favorite app
3.Update submission record with link
Integrate Airtable and record management tools to write the Drive embed or share link back to the submission.
4.Route to matching partner path
Integrate Filter by Zapier and partner routing rules to continue only for qualifying partner matches.
Filter by Zapieror swap with your favorite app
5.Wait before outreach start
Integrate Delay by Zapier and timing rules to apply a short delay for staggered partner intros.
Zapierによる遅延or swap with your favorite app
6.Send or draft intro email
Microsoft Outlook and email tools to send or create draftsとthe Drive link and templated subject.の統合
Microsoft Outlookor swap with your favorite app
Automate your work, your way
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Flag and request co-sell approval for qualified deals
Your opportunities move into evaluation without a co-sell flag or summary, leaving partners uninformed and deals delayed. Add a co-sell summary and prompt approvals so partners are engaged same day.
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Post new co-sell opportunity details to sales ops channel
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Update linked co-selling deal from changed deal record
Your linked deals go out of sync when a primary opportunity changes, leaving reps without current stage or status. Keep linked deals aligned so reps see up-to-date opportunity state same day.
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Explore all co-selling workflows automations
Accelerate partner collaboration with automated lead routing, deal updates, and handoff alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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